Spire Wealth Management Dimensional ETF Tr Transaction History
Spire Wealth Management
- $3.02 Billion
- Q1 2025
A detailed history of Spire Wealth Management transactions in Dimensional ETF Tr stock. As of the latest transaction made, Spire Wealth Management holds 4,259 shares of DFAX stock, worth $126,194. This represents 0.0% of its overall portfolio holdings.
Number of Shares
4,259
Previous 7,701
44.7%
Holding current value
$126,194
Previous $191,000
41.88%
% of portfolio
0.0%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding DFAX
# of Institutions
619Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
-
Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
-
Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
-
Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio